+8.3%
CNP vs BAM
+4.2%
+4.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +6.2% | -9.7% | -3.2% |
| 7D | -1.3% | +14.2% | -15.6% | -0.8% |
| 30D | +8.7% | +21.0% | -12.3% | +9.6% |
| 3M | -0.7% | +5.2% | -5.9% | -0.7% |
| 6M | -4.2% | +16.0% | -20.1% | -3.5% |
| YTD | +8.9% | +6.5% | +2.4% | +8.9% |
| 1Y | +8.3% | +4.4% | +4.0% | +8.1% |
| All | +8.3% | +4.2% | +4.1% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BAM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling